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January 8, 2019
Question

Bundles

  • January 8, 2019
  • 2 replies
  • 32 views

We use bundles on our invoices.  I have billable expenses I want to add to my bundle but each time I add the  billable expense it creates a new line item.  I would like all of these billable expenses to total in one line item as I do not want all of the individual detail to show on the invoice to the customer.  Is this not an option?  It seems odd to not be able to do this.

2 replies

Rustler
Level 15
January 8, 2019

if remember right, where you set the billable expense to copy to the invoice there is a check mark for make one entry or something like that

batvalilAuthor
January 8, 2019

In QuickBooks online?  Hmm...not sure why I do not see that.

batvalilAuthor
June 17, 2019

Let me help you with creating an invoice, batvalil. 

 

Every time you'll link billable expenses to an invoice, the details will always show on the invoice. 

 

As a workaround, you can create a separate invoice that's not linked to a bill. Though this option will create two different transactions, the bill, and the invoice. Also, this won't record a reimbursement to your expenses.

 

I can see how this option would be useful. I'll personally forward this feedback to our developers so they'll consider this and be part of the next update.

 

Reply to this thread if you have other concerns.


Alex,

 

Thank you for the response.  I have previously submitted this request to the development team.  It would be great if this was an option.  

 

Thank you.

July 18, 2020

This is the worst setup for issues one could imagine. Nothing is intuitive. joke. My problem is that when I am creating a invoice and add a bundled item I can no longer add another Bundled item in a separate line item. the only way I can another bundled item in there is to save the invoice, close it, reopen it then add it. I have tested this over and over and get the same thing. What a giant waste of time. Please that this gets to the right people.